Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HYSTER-YALE, INC.HY · Entity 5370 | Member of a Group | March 01, 2024 | March 20, 2024 |
| Hamilton Beach Brands Holding CoHBB · Entity 5625 | Member of a Group | June 03, 2022 | June 06, 2022 |
| NACCO INDUSTRIES INCNC · Entity 5896 | Member of group | December 13, 2019 | January 26, 2021 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
HYSTER-YALE, INC.
Report date March 01, 2024 · Filed March 20, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectHeld by a Trust for the benefit of Reporting Person | 378,872 |
Reported balance
After 2024-03-01 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2024-03-01 · Sale · Disposed 5,000 · Balance 378,872 |
| Class A Common StockSEC Table I · non-derivative | IndirectHeld by a Trust for the benefit of Reporting Person | 367,152 |
Reported balance
After 2024-03-04 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2024-03-04 · Sale · Disposed 11,720 · Balance 367,152 |
| Class A Common StockSEC Table I · non-derivative | IndirectProportionate Membership interest in shares held by Abigail LLC | 108,844 |
Reported balance
Holding disclosure · report date 2024-03-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 108,844 |
| Class A Common StockSEC Table I · non-derivative | IndirectProportionate membership interest in shares held by Corky LLC | 61,138 |
Reported balance
Holding disclosure · report date 2024-03-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 61,138 |
Hamilton Beach Brands Holding Co
Report date June 03, 2022 · Filed June 06, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectProportionate LLC interest in shares held by Abigail II, LLC | 314,190 |
Reported balance
After 2022-06-03 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2022-06-03 · Other · Acquired 157,095 · Balance 314,190 F1: Class B shares were exchanged for Class A shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended. F2: N/A |
| Class A Common StockSEC Table I · non-derivative | IndirectHeld by a Trust for the benefit of Reporting Person | 82,528 |
Reported balance
After 2022-06-03 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2022-06-03 · Other · Acquired 43,189 · Balance 82,528 F1: Class B shares were exchanged for Class A shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended. F2: N/A |
| Class A Common StockSEC Table I · non-derivative | IndirectProportionate LLC interest in shares held by Abigail LLC | 37,412 |
Reported balance
After 2022-06-03 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2022-06-03 · Other · Acquired 18,706 · Balance 37,412 F1: Class B shares were exchanged for Class A shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended. F2: N/A |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectProportionate LLC interest in shares held by Abigail II, LLC | 0 |
Reported balance
After 2022-06-03 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-06-03 · Other · Disposed 157,095 · Balance 0 F2: N/A F1: Class B shares were exchanged for Class A shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectHeld by a Trust for the benefit of Reporting Person | 0 |
Reported balance
After 2022-06-03 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-06-03 · Other · Disposed 43,189 · Balance 0 F2: N/A F1: Class B shares were exchanged for Class A shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectProportionate LLC interest in shares held by Abigail LLC | 0 |
Reported balance
After 2022-06-03 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2022-06-03 · Other · Disposed 18,706 · Balance 0 F2: N/A F1: Class B shares were exchanged for Class A shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended. |
Filing footnotes · ownership attribution and instrument terms
F1: Class B shares were exchanged for Class A shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended.
F2: N/A
NACCO INDUSTRIES INC
Report date December 13, 2019 · Filed January 26, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 41,357 |
Last balance in matching sequence
After 2020-09-15 transaction · row 4
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
4 source rowsRow 1 · 2019-12-13 · Purchase · Acquired 13 · Balance 41,277 F1: Represents shares acquired as a result of an automatic default enabling broker to purchase shares with dividends paid. F2: Held by a Trust for the benefit of Reporting Person. Row 2 · 2020-03-13 · Purchase · Acquired 21 · Balance 41,298 F1: Represents shares acquired as a result of an automatic default enabling broker to purchase shares with dividends paid. F2: Held by a Trust for the benefit of Reporting Person. Row 3 · 2020-06-15 · Purchase · Acquired 26 · Balance 41,324 F1: Represents shares acquired as a result of an automatic default enabling broker to purchase shares with dividends paid. F2: Held by a Trust for the benefit of Reporting Person. Row 4 · 2020-09-15 · Purchase · Acquired 33 · Balance 41,357 F1: Represents shares acquired as a result of an automatic default enabling broker to purchase shares with dividends paid. F2: Held by a Trust for the benefit of Reporting Person. |
| Class A Common StockSEC Table I · non-derivative | IndirectProportionate membership interest in shares held by Abigail II, LLC | 157,095 |
Reported balance
Holding disclosure · report date 2019-12-13 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 157,095 |
| Class A Common StockSEC Table I · non-derivative | IndirectProportionate membership interest in shares held by Abigail LLC | 18,706 |
Reported balance
Holding disclosure · report date 2019-12-13 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 18,706 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares acquired as a result of an automatic default enabling broker to purchase shares with dividends paid.
F2: Held by a Trust for the benefit of Reporting Person.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 04, 2024 Filed Mar 20, 2024 14:38 UTC | HYSTER-YALE, INC. HY · Entity 5370 | SaleClass A Common Stock | 11,720 | $58.10 | $680,932.00 |
DisclosureSEC source: 0001127602-24-010728 · form4.xml · nonDerivative · entry 2 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · Held by a Trust for the benefit of Reporting Person Disclosed balance after: 367,152 Read SEC document |
| March 01, 2024 Filed Mar 20, 2024 14:38 UTC | HYSTER-YALE, INC. HY · Entity 5370 | SaleClass A Common Stock | 5,000 | $58.65 | $293,250.00 |
DisclosureSEC source: 0001127602-24-010728 · form4.xml · nonDerivative · entry 1 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: No plan indicated Ownership: Indirect · Held by a Trust for the benefit of Reporting Person Disclosed balance after: 378,872 Read SEC document |
| December 12, 2022 Filed Feb 10, 2023 20:33 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 61,138 | $28.27 | $1,728,371.26 |
DisclosureSEC source: 0001127602-23-004411 · form5.xml · nonDerivative · entry 4 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by a Trust for the benefit of Reporting Person Disclosed balance after: 383,872 F1 · kind: Shares transferred from Reporting Person's trust to Corky LLC, a limited liability company of which the trust is a member, which is a mere change in form of ownership. Read SEC document |
| December 12, 2022 Filed Feb 10, 2023 20:33 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 61,138 | $28.27 | $1,728,371.26 |
DisclosureSEC source: 0001127602-23-004411 · form5.xml · nonDerivative · entry 3 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate membership interest in shares held by Corky LLC Disclosed balance after: 61,138 F1 · kind: Shares transferred from Reporting Person's trust to Corky LLC, a limited liability company of which the trust is a member, which is a mere change in form of ownership. Read SEC document |
| September 26, 2022 Filed Feb 10, 2023 20:33 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 7,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004411 · form5.xml · nonDerivative · entry 2 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by a Trust for the benefit of Reporting Person Disclosed balance after: 383,872 Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 11:50 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 18,706 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016842 · form4.xml · derivative · entry 6 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate LLC interest in shares held by Abigail LLC Disclosed balance after: 0 Underlying: Class A Common Stock · 18,706 shares Expires not disclosed F2 · derivative.exercise_price: N/A F1 · kind: Class B shares were exchanged for Class A shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended. F2 · price: N/A F2 · derivative.exercise_date: N/A F2 · derivative.expiration_date: N/A Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 11:50 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 43,189 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016842 · form4.xml · derivative · entry 5 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by a Trust for the benefit of Reporting Person Disclosed balance after: 0 Underlying: Class A Common Stock · 43,189 shares Expires not disclosed F2 · derivative.exercise_price: N/A F1 · kind: Class B shares were exchanged for Class A shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended. F2 · price: N/A F2 · derivative.exercise_date: N/A F2 · derivative.expiration_date: N/A Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 11:50 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass B Common Stock · Derivative | 157,095 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016842 · form4.xml · derivative · entry 4 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate LLC interest in shares held by Abigail II, LLC Disclosed balance after: 0 Underlying: Class A Common Stock · 157,095 shares Expires not disclosed F2 · derivative.exercise_price: N/A F1 · kind: Class B shares were exchanged for Class A shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended. F2 · price: N/A F2 · derivative.exercise_date: N/A F2 · derivative.expiration_date: N/A Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 11:50 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass A Common Stock | 18,706 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016842 · form4.xml · nonDerivative · entry 3 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate LLC interest in shares held by Abigail LLC Disclosed balance after: 37,412 F1 · kind: Class B shares were exchanged for Class A shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended. F2 · price: N/A Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 11:50 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass A Common Stock | 43,189 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016842 · form4.xml · nonDerivative · entry 2 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by a Trust for the benefit of Reporting Person Disclosed balance after: 82,528 F1 · kind: Class B shares were exchanged for Class A shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended. F2 · price: N/A Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 11:50 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | OtherClass A Common Stock | 157,095 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016842 · form4.xml · nonDerivative · entry 1 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate LLC interest in shares held by Abigail II, LLC Disclosed balance after: 314,190 F1 · kind: Class B shares were exchanged for Class A shares pursuant to the terms of the Stockholders' Agreement dated September 29, 2017, as amended. F2 · price: N/A Read SEC document |
| March 01, 2022 Filed Feb 10, 2023 20:33 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004411 · form5.xml · nonDerivative · entry 1 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by a Trust for the benefit of Reporting Person Disclosed balance after: 383,872 Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 22:18 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass B Common Stock · Derivative | 212,028 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031433 · form4.xml · derivative · entry 4 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by a Trust for the benefit of Reporting Person Disclosed balance after: 0 Underlying: Class A Common Stock · 212,028 shares Expires not disclosed F2 · derivative.exercise_price: N/A F1 · kind: Class B shares were exchanged for Class A shares pursuant to the terms of the Stockholders' Agreement dated September 28, 2012, as amended. F2 · derivative.exercise_date: N/A F2 · derivative.expiration_date: N/A Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 22:18 UTC | HYSTER-YALE, INC. HY · Entity 5370 | OtherClass A Common Stock | 212,028 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031433 · form4.xml · nonDerivative · entry 1 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by a Trust for the benefit of Reporting Person Disclosed balance after: 301,420 F1 · kind: Class B shares were exchanged for Class A shares pursuant to the terms of the Stockholders' Agreement dated September 28, 2012, as amended. Read SEC document |
| December 02, 2021 Filed Feb 10, 2022 18:51 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 74,545 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004131 · form5.xml · nonDerivative · entry 2 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by a Trust for the benefit of Reporting Person Disclosed balance after: 388,010 Read SEC document |
| December 02, 2021 Filed Feb 10, 2022 18:51 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 12,045 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004131 · form5.xml · nonDerivative · entry 1 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by a Trust for the benefit of Reporting Person Disclosed balance after: 388,010 Read SEC document |
| September 21, 2021 Filed Dec 17, 2021 22:18 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 87,070 | $52.82 | $4,599,037.40 |
DisclosureSEC source: 0001127602-21-031433 · form4.xml · derivative · entry 3 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by a Trust for the benefit of Reporting Person Disclosed balance after: 212,028 Underlying: Class A Common Stock · 87,070 shares Expires not disclosed F2 · derivative.exercise_price: N/A F2 · derivative.exercise_date: N/A F2 · derivative.expiration_date: N/A Read SEC document |
| December 07, 2020 Filed Feb 11, 2021 01:44 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 110,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-005067 · form5.xml · derivative · entry 3 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by a Trust for the benefit of Reporting Person Disclosed balance after: 124,958 Underlying: Class A Common Stock · 110,000 shares Expires not disclosed F1 · derivative.exercise_price: N/A F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 22:18 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | PurchaseClass A Common Stock | 154,845 | $16.52 | $2,557,466.47 |
DisclosureSEC source: 0001127602-20-029008 · form4.xml · nonDerivative · entry 2 TAPLIN FRANK F · CIK 0001247980 · Member of group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate membership interest in shares held by Abigail II, LLC Disclosed balance after: 157,095 F1 · kind: The shares conveyed in this transaction are part of a group of shares conveyed in exchange for a promissory note in the principal amount of $6,822,339 plus interest which will accrue at a rate of 0.39% per annum, the principal amount of which indebtedness will be due and owing on November 11, 2028 and the accrued interest will be due and owing annually during the term. Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 22:18 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | PurchaseClass A Common Stock | 750 | $22.63 | $16,968.75 |
DisclosureSEC source: 0001127602-20-029008 · form4.xml · nonDerivative · entry 1 TAPLIN FRANK F · CIK 0001247980 · Member of group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate membership interest in shares held by Abigail II, LLC Disclosed balance after: 2,250 Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 21:14 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | PurchaseClass B Common Stock · Derivative | 154,845 | $13.77 | $2,132,370.50 |
DisclosureSEC source: 0001127602-20-028977 · form4.xml · derivative · entry 6 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate LLC interest in shares held by Abigail II, LLC Disclosed balance after: 157,095 Underlying: Class A Common Stock · 154,845 shares Expires not disclosed F2 · derivative.exercise_price: N/A F1 · price: The shares conveyed in this transaction are part of a group of shares conveyed in exchange for a promissory note in the principal amount of $6,822,339 plus interest which will accrue at a rate of 0.39% per annum, the principal amount of which indebtedness will be due and owing on November 11, 2028 and the accrued interest will be due and owing annually during the term. F2 · derivative.exercise_date: N/A F2 · derivative.expiration_date: N/A Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 21:14 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | PurchaseClass B Common Stock · Derivative | 750 | $18.87 | $14,148.75 |
DisclosureSEC source: 0001127602-20-028977 · form4.xml · derivative · entry 5 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate LLC interest in shares held by Abigail II, LLC Disclosed balance after: 2,250 Underlying: Class A Common Stock · 750 shares Expires not disclosed F2 · derivative.exercise_price: N/A F2 · derivative.exercise_date: N/A F2 · derivative.expiration_date: N/A Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 21:14 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | PurchaseClass A Common Stock | 154,845 | $13.77 | $2,132,370.50 |
DisclosureSEC source: 0001127602-20-028977 · form4.xml · nonDerivative · entry 2 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate LLC interest in shares held by Abigail II, LLC Disclosed balance after: 157,095 F1 · price: The shares conveyed in this transaction are part of a group of shares conveyed in exchange for a promissory note in the principal amount of $6,822,339 plus interest which will accrue at a rate of 0.39% per annum, the principal amount of which indebtedness will be due and owing on November 11, 2028 and the accrued interest will be due and owing annually during the term. Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 21:14 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | PurchaseClass A Common Stock | 750 | $18.87 | $14,148.75 |
DisclosureSEC source: 0001127602-20-028977 · form4.xml · nonDerivative · entry 1 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate LLC interest in shares held by Abigail II, LLC Disclosed balance after: 2,250 Read SEC document |
| September 15, 2020 Filed Jan 26, 2021 18:48 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | PurchaseClass A Common Stock | 33 | $20.13 | $664.22 |
DisclosureSEC source: 0001127602-21-002509 · form4.xml · nonDerivative · entry 4 TAPLIN FRANK F · CIK 0001247980 · Member of group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 41,357 F1 · kind: Represents shares acquired as a result of an automatic default enabling broker to purchase shares with dividends paid. F2 · ownership.nature: Held by a Trust for the benefit of Reporting Person. Read SEC document |
| June 15, 2020 Filed Jan 26, 2021 18:48 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | PurchaseClass A Common Stock | 26 | $25.20 | $655.27 |
DisclosureSEC source: 0001127602-21-002509 · form4.xml · nonDerivative · entry 3 TAPLIN FRANK F · CIK 0001247980 · Member of group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 41,324 F1 · kind: Represents shares acquired as a result of an automatic default enabling broker to purchase shares with dividends paid. F2 · ownership.nature: Held by a Trust for the benefit of Reporting Person. Read SEC document |
| April 30, 2020 Filed Jun 4, 2020 18:12 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass B Common Stock · Derivative | 13,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-018788 · form4.xml · derivative · entry 3 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by a Trust for the benefit of Reporting Person Disclosed balance after: 14,958 Underlying: Class A Common Stock · 13,000 shares Expires not disclosed F1 · derivative.exercise_price: N/A F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A Read SEC document |
| March 13, 2020 Filed Jan 26, 2021 18:48 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | PurchaseClass A Common Stock | 21 | $31.51 | $661.71 |
DisclosureSEC source: 0001127602-21-002509 · form4.xml · nonDerivative · entry 2 TAPLIN FRANK F · CIK 0001247980 · Member of group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 41,298 F1 · kind: Represents shares acquired as a result of an automatic default enabling broker to purchase shares with dividends paid. F2 · ownership.nature: Held by a Trust for the benefit of Reporting Person. Read SEC document |
| December 13, 2019 Filed Jan 26, 2021 18:48 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | PurchaseClass A Common Stock | 13 | $50.42 | $655.46 |
DisclosureSEC source: 0001127602-21-002509 · form4.xml · nonDerivative · entry 1 TAPLIN FRANK F · CIK 0001247980 · Member of group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 41,277 F1 · kind: Represents shares acquired as a result of an automatic default enabling broker to purchase shares with dividends paid. F2 · ownership.nature: Held by a Trust for the benefit of Reporting Person. Read SEC document |
| September 06, 2018 Filed Sep 7, 2018 17:41 UTC Amendment | Hamilton Beach Brands Holding Co HBB · Entity 5625 | SaleClass A Common Stock | 2,751 | $63,548.10 | $174,820,823.10 |
DisclosureSEC source: 0001127602-18-027022 · form4a.xml · nonDerivative · entry 6 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by a Trust for the benefit of Reporting Person Disclosed balance after: 39,338 F2 · balance_after: Reflects 70 shares of Class A Common Stock that were inadvertently omitted from the Reporting Person's holdings in the Form 4 filed on September 7, 2018. Read SEC document |
| September 06, 2018 Filed Sep 7, 2018 17:41 UTC Amendment | Hamilton Beach Brands Holding Co HBB · Entity 5625 | SaleClass A Common Stock | 500 | $11,550.00 | $5,775,000.00 |
DisclosureSEC source: 0001127602-18-027022 · form4a.xml · nonDerivative · entry 5 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by a Trust for the benefit of Reporting Person Disclosed balance after: 42,089 F2 · balance_after: Reflects 70 shares of Class A Common Stock that were inadvertently omitted from the Reporting Person's holdings in the Form 4 filed on September 7, 2018. Read SEC document |
| September 06, 2018 Filed Sep 7, 2018 17:41 UTC Amendment | Hamilton Beach Brands Holding Co HBB · Entity 5625 | SaleClass A Common Stock | 400 | $9,240.00 | $3,696,000.00 |
DisclosureSEC source: 0001127602-18-027022 · form4a.xml · nonDerivative · entry 4 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by a Trust for the benefit of Reporting Person Disclosed balance after: 42,589 F2 · balance_after: Reflects 70 shares of Class A Common Stock that were inadvertently omitted from the Reporting Person's holdings in the Form 4 filed on September 7, 2018. Read SEC document |
| September 06, 2018 Filed Sep 7, 2018 17:41 UTC Amendment | Hamilton Beach Brands Holding Co HBB · Entity 5625 | SaleClass A Common Stock | 100 | $2,310.00 | $231,000.00 |
DisclosureSEC source: 0001127602-18-027022 · form4a.xml · nonDerivative · entry 3 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by a Trust for the benefit of Reporting Person Disclosed balance after: 42,989 F2 · balance_after: Reflects 70 shares of Class A Common Stock that were inadvertently omitted from the Reporting Person's holdings in the Form 4 filed on September 7, 2018. Read SEC document |
| September 06, 2018 Filed Sep 7, 2018 17:41 UTC Amendment | Hamilton Beach Brands Holding Co HBB · Entity 5625 | SaleClass A Common Stock | 99 | $2,286.90 | $226,403.10 |
DisclosureSEC source: 0001127602-18-027022 · form4a.xml · nonDerivative · entry 2 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by a Trust for the benefit of Reporting Person Disclosed balance after: 43,089 F2 · balance_after: Reflects 70 shares of Class A Common Stock that were inadvertently omitted from the Reporting Person's holdings in the Form 4 filed on September 7, 2018. Read SEC document |
| September 06, 2018 Filed Sep 7, 2018 12:39 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | SaleClass A Common Stock | 2,751 | $63,548.10 | $174,820,823.10 |
DisclosureSEC source: 0001127602-18-027007 · form4.xml · nonDerivative · entry 6 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by a Trust for the benefit of Reporting Person Disclosed balance after: 39,268 Read SEC document |
| September 06, 2018 Filed Sep 7, 2018 12:39 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | SaleClass A Common Stock | 500 | $11,550.00 | $5,775,000.00 |
DisclosureSEC source: 0001127602-18-027007 · form4.xml · nonDerivative · entry 5 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by a Trust for the benefit of Reporting Person Disclosed balance after: 42,019 Read SEC document |
| September 06, 2018 Filed Sep 7, 2018 12:39 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | SaleClass A Common Stock | 400 | $9,240.00 | $3,696,000.00 |
DisclosureSEC source: 0001127602-18-027007 · form4.xml · nonDerivative · entry 4 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by a Trust for the benefit of Reporting Person Disclosed balance after: 42,519 Read SEC document |
| September 06, 2018 Filed Sep 7, 2018 12:39 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | SaleClass A Common Stock | 100 | $2,310.00 | $231,000.00 |
DisclosureSEC source: 0001127602-18-027007 · form4.xml · nonDerivative · entry 3 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by a Trust for the benefit of Reporting Person Disclosed balance after: 42,919 Read SEC document |
| September 06, 2018 Filed Sep 7, 2018 12:39 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | SaleClass A Common Stock | 99 | $2,286.90 | $226,403.10 |
DisclosureSEC source: 0001127602-18-027007 · form4.xml · nonDerivative · entry 2 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by a Trust for the benefit of Reporting Person Disclosed balance after: 43,019 Read SEC document |
| August 03, 2018 Filed Aug 3, 2018 18:07 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | SaleClass A Common Stock | 925 | $35.73 | $33,045.63 |
DisclosureSEC source: 0001127602-18-024546 · form4.xml · nonDerivative · entry 2 TAPLIN FRANK F · CIK 0001247980 · Member of group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 41,263 F1 · ownership.nature: Held by a Trust for the benefit of Reporting Person. Read SEC document |
| August 03, 2018 Filed Aug 3, 2018 18:07 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | SaleClass A Common Stock | 1,000 | $35.61 | $35,610.00 |
DisclosureSEC source: 0001127602-18-024546 · form4.xml · nonDerivative · entry 1 TAPLIN FRANK F · CIK 0001247980 · Member of group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 42,188 F1 · ownership.nature: Held by a Trust for the benefit of Reporting Person. Read SEC document |
| July 23, 2018 Filed Sep 7, 2018 17:41 UTC Amendment | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 3,368 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-027022 · form4a.xml · derivative · entry 8 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate LLC interest in shares held by Abigail LLC Disclosed balance after: 18,706 Underlying: Class A Common Stock · 3,368 shares Expires not disclosed F1 · derivative.exercise_price: N/A F1 · price: N/A F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A Read SEC document |
| July 23, 2018 Filed Sep 7, 2018 17:41 UTC Amendment | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 3,368 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-027022 · form4a.xml · nonDerivative · entry 1 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate LLC interest in shares held by Abigail LLC Disclosed balance after: 18,706 F1 · price: N/A Read SEC document |
| July 23, 2018 Filed Sep 7, 2018 12:39 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass B Common Stock · Derivative | 3,368 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-027007 · form4.xml · derivative · entry 8 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate LLC interest in shares held by Abigail LLC Disclosed balance after: 18,706 Underlying: Class A Common Stock · 3,368 shares Expires not disclosed F1 · derivative.exercise_price: N/A F1 · price: N/A F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A Read SEC document |
| July 23, 2018 Filed Sep 7, 2018 12:39 UTC | Hamilton Beach Brands Holding Co HBB · Entity 5625 | GiftClass A Common Stock | 3,368 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-027007 · form4.xml · nonDerivative · entry 1 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate LLC interest in shares held by Abigail LLC Disclosed balance after: 18,706 F1 · price: N/A Read SEC document |
| July 23, 2018 Filed Feb 13, 2019 19:37 UTC | HYSTER-YALE, INC. HY · Entity 5370 | GiftClass A Common Stock | 19,592 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005589 · form5.xml · nonDerivative · entry 1 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate Membership interest in shares held by Abigail LLC Disclosed balance after: 108,844 Read SEC document |
| July 23, 2018 Filed Feb 14, 2019 16:33 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | GiftClass A Common Stock | 3,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005907 · form5.xml · nonDerivative · entry 1 TAPLIN FRANK F · CIK 0001247980 · Member of group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate membership interest in shares held by Abigail LLC Disclosed balance after: 18,706 F1 · price: N/A Read SEC document |
| December 12, 2017 Filed Dec 13, 2017 19:11 UTC | HYSTER-YALE, INC. HY · Entity 5370 | SaleClass A Common Stock | 1,178 | $84.40 | $99,423.20 |
DisclosureSEC source: 0001127602-17-034536 · form4.xml · nonDerivative · entry 1 TAPLIN FRANK F · CIK 0001247980 · Member of a Group 10b5-1 filing: Not disclosed Ownership: Indirect · Held by a Trust for the benefit of Reporting Person Disclosed balance after: 89,392 Read SEC document |
| September 22, 2017 Filed Sep 25, 2017 21:27 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 375 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-028017 · form4.xml · nonDerivative · entry 6 TAPLIN FRANK F · CIK 0001247980 · Member of group 10b5-1 filing: Not disclosed Ownership: Indirect · Proportionate membership interest in shares held by Abigail II, LLC Disclosed balance after: 1,500 F1 · kind: Shares transferred by trust FBO Reporting Person to Abigail II, LLC, a limited liability company of which the trust is a member. F2 · price: N/A Read SEC document |
| September 22, 2017 Filed Sep 25, 2017 21:27 UTC | NACCO INDUSTRIES INC NC · Entity 5896 | OtherClass A Common Stock | 375 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-028017 · form4.xml · nonDerivative · entry 5 TAPLIN FRANK F · CIK 0001247980 · Member of group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 43,188 F1 · kind: Shares transferred by trust FBO Reporting Person to Abigail II, LLC, a limited liability company of which the trust is a member. F2 · price: N/A F3 · ownership.nature: Held by a Trust for the benefit of Reporting Person. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.